Richardson Capital Management’s ALPS O'Shares US Small-Cap Quality Dividend ETF OUSM Stock Holding History

Richardson Capital Management’s Portfolio OUSM Stock Details OUSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$178K	Hold	3,750	–	–	0.08%	55
2026 Q1	$164K	Hold	3,750	–	–	0.08%	55
2025 Q4	$164K	Hold	3,750	–	–	0.08%	45
2025 Q3	$168K	Hold	3,750	–	–	0.08%	45
2025 Q2	$162K	Hold	3,750	–	–	0.09%	44
2025 Q1	$158K	Hold	3,750	–	–	0.1%	41
2024 Q4	$164K	Hold	3,750	–	–	0.1%	41
2024 Q3	$169K	Hold	3,750	–	–	0.12%	32
2024 Q2	$155K	Hold	3,750	–	–	0.12%	34
2024 Q1	$160K	Buy	+3,750	New	+$150K	0.13%	32

Other funds holding OUSM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Richardson Capital Management's OUSM Position: Q2 2026 in Review

Richardson Capital Management held its ALPS O'Shares US Small-Cap Quality Dividend ETF (OUSM) position steady in Q2 2026 at 3,750 shares worth $178K. The position accounts for 0.08% of the portfolio, ranked #55.

Richardson Capital Management first reported a position in OUSM in Q1 2024 and has held it in 10 quarters since. 125 funds tracked by Wall St. Rank hold OUSM as of Q2 2026.

Richardson Capital Management held 3,750 shares of ALPS O'Shares US Small-Cap Quality Dividend ETF worth $178K as of Q2 2026.
Richardson Capital Management left its ALPS O'Shares US Small-Cap Quality Dividend ETF share count unchanged in Q2 2026.
ALPS O'Shares US Small-Cap Quality Dividend ETF made up 0.08% of Richardson Capital Management's portfolio in Q2 2026, its #55 holding.
Richardson Capital Management first reported a position in ALPS O'Shares US Small-Cap Quality Dividend ETF in Q1 2024 and has held it in 10 quarters since.
125 funds tracked by Wall St. Rank held ALPS O'Shares US Small-Cap Quality Dividend ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.